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Salesforce

2,635 hedge funds and large institutions have $137B invested in Salesforce in 2026 Q1 according to their latest regulatory filings, with 235 funds opening new positions, 1,038 increasing their positions, 1,165 reducing their positions, and 453 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

42% less funds holding in top 10

Funds holding in top 10: 5934 (-25)

45% less capital invested

Capital invested by funds: $249B → $137B (-$112B)

48% less first-time investments, than exits

New positions opened: 235 | Existing positions closed: 453

Holders
2,635
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.26B
Puts
$7.88B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
3001
Nolet Wealth Management
Texas
WIM
3002
Warwick Investment Management
Texas
KWM
3003
Keebeck Wealth Management
Illinois
AWA
3004
Archvest Wealth Advisors
California
KA
3005
KDT Advisors
New York
F8IS
3006
Figure 8 Investment Strategies
Idaho
IA
3007
Insight Advisors
Pennsylvania
BWP
3008
BlueStem Wealth Partners
Minnesota
RA
3009
Rise Advisors
New York
CWM
3010
Collaborative Wealth Management
Florida
WPA
3011
West Paces Advisors
Georgia
PA
3012
PSI Advisors
Florida
ESBC
3013
E.S. Barr & Co
Kentucky
AFO
3014
Allie Family Office
Florida
WKSWA
3015
White Knight Strategic Wealth Advisors
New Jersey
CV
3016
Counterweight Ventures
North Carolina
MFWP
3017
Mosaic Family Wealth Partners
Missouri
GPW
3018
Gentry Private Wealth
Kansas
WAM
3019
Weatherly Asset Management
California
PSF
3020
Pacific Sun Financial
California
PFM
3021
Phillips Financial Management
Indiana
SPWM
3022
Spartan Planning & Wealth Management
North Carolina
PCP
3023
Panoramic Capital Partners
Oregon
GIP
3024
Greatmark Investment Partners
Georgia
BPC
3025
Bearing Point Capital
Minnesota